68 results found
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Workflow Feedback
Workflows is now available in Property Tree. To give feedback directly to the Product Team on this feature, please add your comments here
24 votes -
Workflows - ability to have a workflow that does not need to be attached to a property/owner, etc.
Workflows - ability to have a workflow that does not need to be attached to a property/owner, etc. New managements for example, being able to have the workflow from when you receive a new management agreement - so from the set up of the owner/property, etc. Obviously we don't have the owner/property in the system. The workflow template currently starts at saving the management agreement under the owner, and those final bits. I really think it is important to have a workflow that begins right at the moment we take on management of the property, as there is a lot…
28 votes -
Workflows on the Dashboard
We'd like to be able to see an overview of the workflows and progress on the dashboard.
20 votes -
Workflow Automation
It would be great if a workflow could be started automatically based on a task. ie. we entered a vacate date, the Vacate Workflow starts, or we received an email about a lease break, the Workflow for Lease Break could trigger. Would be great to customise these to suit our business needs.
16 votesWe are pleased to advise that we have released workflow automation for lease renewals and rent reviews today! Further automation development is currently in progress for vacating tenancies. We'll let you know once that has been released.
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Automated Key Return Reminder
It would be great if there was a way to have an automated message sent to individuals that have logged keys out as a reminder to return them. Something similar to the below (both text and email would be great)
Dear ***,
This is a courtesy email confirming the keys collected are now past their due back date.
Details as follows:
To be returned:
27/06/2025
Property:
ADDRESS
Collected by:
NAME
Collected on:
30/05/2025 at 1:00 PM
Please return the keys back to our office as matter of urgency or contact on 02 XXXX XXXX to discuss.
Regards,
33 votes -
WorkFlow Audit Reporting
When auditing workflows for reporting it would be helpful if it had further insights.
IE. When a new tenancy moves in, I can run a report for all of December and 20 completed workflows may appear but 30 new tenants may have been signed up so there would be a gap of 10 missing.
To work this out I would have to run the workflow report and the a original lease start date report to work out the missing profiles.
This would be the same with a end of tenancy etc.
If MRI was introducing a function where you add…
9 votes -
Have an email marked as urgent
When sending Emails in general, have a status as Urgent and Important.
8 votes -
Workflows - the ability to assign emails to a Task/Workflow where received in PT outside of the flow
Workflows - the ability to assign emails to a Task/Workflow where received in PT outside of the flow
8 votes -
Ability to add an Ad Hoc task to a Workflow
Ability to add an Ad Hoc task to a Workflow - as we all know unexpected things crop up all the time, being able to add a one off task to a work flow would be very helpful
I have a work around in the meantime - add a task called' Ad Hoc' to the Workflow when setting it up, then everything in it can be edited if it is required.
3 votes -
Workflow Bar Visibility
Have ability to toggle "Workflow Bar" on screen at all times, regardless of if you are completing an action so that you do not need to navigate to and from the page to see Workflow. For example: at the moment, the workflow bar only appears if completing an "action" but there are only 4 actions available (being edit lease & rent, edit vacate, add rent & schedule, and send email) None of these actions relate to setting up a new management, therefore the workflow bar cannot be utilised when it would be great to have it on screen. Particularly for…
7 votes -
workflow
the ability to email a tenant or owner from a workflow. It seems it can only be done under the tenancy and not the property
2 votes -
Create a Mail Merge Document in a Workflow
If we could be able to create a mail merge document within a workflow
4 votes -
Improve Tasks
The tasks is great, I love it but it could be so much better!
I have seen a few suggestions and they are great but the below with some of those combined would make it perfect.
- Having a tile on the dashboard for tasks
- Be able to create general tasks that are not linked to a property for say but to a person/user
- Automated tasks related to lease renewals, inspections, maintenance, new tenants, vacating tenants, new property etc
- Maybe a task that can be created to attach with emails to follow up on
- With the automated tasks, would be great…
58 votes -
Invoice Genius
It would be very helpful if all users within the same agency could view invoices uploaded via Invoice Genius, regardless of who uploaded them — as long as they have access to the same portfolio or property.
Currently, it seems that invoices are only visible to the user who uploads them, which limits collaboration and can lead to duplicated efforts or confusion.
This feature would improve team workflow, transparency, and invoice management across the team.
Thank you for considering this improvement!
8 votes -
Rent review notes
To have a notes option in the columns of rent reviews. We can make a note advising if we have actioned or to see the recommendation at a glance. We can also easily distinguish the ones we have actioned.
This is already a feature on the inspection summary page.5 votes -
add notes to invoice
I feel that it would be good to be able to have the option of adding a note to individual tenant invoices that have already been created. There may be updates from tenants that does not affect other invoices or other processess.
1 vote -
On lease renewal page, it woud be good to be able to make a dropp down note for yourself where the communication is up to.
When looking at a list of expiring leases it woud be great to add a column where you can make a note for yourself where the communicaiton is up to and be able to edit it.
5 votes -
Tenant invoicing - and Notes
Would like to be able to see a note against the tenant/invoice that is pinned - For example, when invoicing a creditor (such as SA WATER) andinvoicing a tenant at the same time, the notes that is pinned does not show. This only shows if you are creating a tenancy invoice.
Can the pinned note appear against the tenancy????5 votes -
holiday accomadation
In Jurien Bay we have 19 Holiday properties, simply I think it would be more efficient and less time consuming to type the name they have given their properties then the whole address.
As what is advertised on the website sometimes gives a different address or causes confusion for the guests, I think for both the office and holiday goers it would speed up process and make our workflow a lot easier.
Thank you for your time.1 vote -
under the search bar in notes you should change it to search by key words and sentences
under the search bar in notes you should change it to search by key words and sentences
6 votes
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